VI

VISTA INVESTMENT MANAGEMENT

13F
VISTA INVESTMENT MANAGEMENT
Last update 2025-05-15 172 Stocks (3 new)
Value $256.00 Mil Turnover 2 %
Countries:
Top Holdings: VCSH(3.59%)BSCS(3.21%)JAAA(3.09%)SPIB(2.90%)BSCU(2.84%)
Summary Stock Picks Current Portfolio
VISTA INVESTMENT MANAGEMENT Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
116,162
9,169.8
+1.61%
3.590
+0.06%
0.030
+2.02%
+3.54%
34,925.4
 
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
403,390
8,209.0
-1.81%
3.210
-0.06%
0.320
+1.94%
+3.89%
2,631.9
 
JAAA
Janus Henderson AAA CLO ETF
155,941
7,907.8
+0.84%
3.090
+0.03%
0.040
+2.18%
+2.60%
22,305.6
 
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
223,459
7,427.8
+0.57%
2.900
+0.02%
0.080
+2.63%
+4.09%
10,082.0
 
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
Invesco BulletShares 2030 Corporate Bond ETF
437,477
7,257.8
+3.36%
2.840
+0.09%
0.470
+2.68%
+4.46%
1,676.8
 
VGT
Vanguard Information Technology ETF
12,366
6,706.8
-2.77%
2.620
-0.08%
0.010
+27.63%
+8.06%
85,577.0
 
FLTR
VanEck IG Floating Rate ETF
236,656
6,046.6
+6.81%
2.360
+0.15%
0.250
+2.17%
+2.59%
2,446.3
 
QUS
SPDR MSCI USA StrategicFactors SM ETF
SPDR MSCI USA StrategicFactors SM ETF
36,227
5,676.5
+0.02%
2.220
0%
0.380
+9.15%
+6.17%
1,560.3
 
QUAL
iShares MSCI USA Quality Factor ETF
32,503
5,554.4
+0.23%
2.170
+0.01%
0.010
+12.08%
+3.73%
53,074.6
 
JPM
JPMorgan Chase & Co
21,398
5,248.8
-8.38%
2.050
-0.18%
0.000
+24.43%
+22.39%
802,324.6
Banks

VISTA INVESTMENT MANAGEMENT's Historical Top Holdings Breakdowns

VISTA INVESTMENT MANAGEMENT's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Add
Add
+0.37%
●
91.45 ($91.59) 91.75
$91.57
-0.02%
Add 26.25%
49,154
10,219
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-03-31
Add
Add
+0.22%
●
165.25 ($194.34) 224.62
$228.67
17.66%
Add 176.35%
5,176
3,303
NVO
Novo Nordisk AS
2025-03-31
Add
Add
+0.19%
●
69.3 ($82.59) 90.95
$68.94
-16.53%
Add 77.72%
16,061
7,024
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.18%
●
225.19 ($254.94) 279.95
$288.70
13.24%
Reduce -8.38%
21,398
-1,956
FLTR
VanEck IG Floating Rate ETF
2025-03-31
Add
Add
+0.15%
●
25.45 ($25.51) 25.58
$25.47
-0.16%
Add 6.81%
236,656
15,098
BSCW
Invesco BulletShares 2032 Corporate Bond ETF
Invesco BulletShares 2032 Corporate Bond ETF
2025-03-31
Add
Add
+0.13%
●
19.82 ($20.22) 20.5
$20.50
1.36%
Add 43%
54,579
16,412
RUSHB
Rush Enterprises Inc
2025-03-31
Reduce
Reduce
-0.12%
●
51.68 ($55.73) 58.59
$54.72
-1.81%
Reduce -8.34%
63,081
-5,743
TTD
The Trade Desk Inc
2025-03-31
Sold Out
Sold Out
-0.10%
●
53.59 ($90.47) 126.58
$75.43
-16.62%
Sold Out
0
-2,255
LLY
Eli Lilly and Co
2025-03-31
Sold Out
Sold Out
-0.10%
●
725.72 ($832.09) 929.72
$799.34
-3.94%
Sold Out
0
-335
KVUE
Kenvue Inc
2025-03-31
New Buy
New Buy
+0.09%
●
19.8 ($22.14) 23.98
$21.82
-1.45%
New holding
9,162
9,162

VISTA INVESTMENT MANAGEMENT Total Holding History ($B)

To

VISTA INVESTMENT MANAGEMENT's Asset Allocation

To

VISTA INVESTMENT MANAGEMENT Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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VISTA INVESTMENT MANAGEMENT's Hypothetical Growth since 2025-03-31

VISTA INVESTMENT MANAGEMENT's Yearly Returns

Year Portfolio % % Excess Gain %

VISTA INVESTMENT MANAGEMENT's Holdings Heat Map

Size field:

VISTA INVESTMENT MANAGEMENT's Holdings Bubble Chart

VISTA INVESTMENT MANAGEMENT News

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